2026 Q2 -tulosraportti
11 päivää sitten
‧58 min
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 2.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 4.8. | ||
Vuosittainen yhtiökokous 2026 12.5. | ||
2026 Q1 -tulosraportti 5.5. | ||
2025 Q4 -tulosraportti 2.2. | ||
2025 Q3 -tulosraportti 3.11.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·4.8.Good report today! EPS grew 18 % Recurring Revenue grew 11 %, which makes earnings very stable and predictable. Over 1,600 new inVue Dx installations strengthen future recurring revenue and expand the company's moat. Gross and operating margin increased to 64 % and 35 % respectively, which shows strong pricing power and efficient operations. Free Cash Flow increased significantly, which provides great financial flexibility. 704 million USD was spent on share buybacks, which supports long-term EPS growth. Management raised both revenue and EPS guidance, which shows confidence in continued development. Conclusion: The report delivered well. High EPS growth, strong recurring revenue, increasing margins, strong cash flow, sound capital allocation, and management that continues to raise expectations. The only small negative was lower sales of new instruments, but this was primarily due to a strong comparison period last year – not weak demand.- ·1.8.Here's what I'll be watching in the financial report in a few days. 1. CAG Diagnostics Recurring Revenue (most important) * Should preferably grow 10-11 % organically or more. It is the engine of the business. 2. Instrument Placements * Continued strong demand for VetLab and inVue Dx. More new installations mean higher recurring revenue later. 3. Clinic Visits * Management should preferably report continued improvement in visits to veterinarians, as this drives testing activity. 4. Margins * Gross and operating margin should preferably be stable or increase. This shows strong pricing and efficient operations. 5. EPS * Should preferably beat analysts' expectations. 6. Guidance (second most important) * The most important after growth. An upward revision of revenue or EPS would be a very positive signal. 7. New Products * Watch out for comments on Cancer Dx, inVue Dx, software and AI. These are the most important long-term growth drivers.
- ·28.7.IDEXX is the world's leading company in diagnostics and software for veterinarians. Once a veterinarian has invested in IDEXX's equipment and software, the company becomes an integrated part of the clinic's daily operations. Every blood sample, urine sample, or analysis creates new sales of test kits and software subscriptions, providing stable and recurring revenue. At the same time, the number of pets is growing globally, and owners are spending more money on advanced treatment than ever before. The combination of market leadership, innovation, high switching costs, and recurring revenue makes it very likely that IDEXX will also be a dominant company in 5-10 years. ROIC: approx. 35-45 % – among the highest in the healthcare sector. ROCE: approx. 40-50 % – extremely efficient utilization of capital. EPS growth: Long-term 12-15 % per year. In the latest quarter, EPS increased by 17 %, and management raised expectations for the full year 2026. - Buybacks: Normally reduces the number of shares by 1-2 % per year, which further increases earnings per share. Dividend: No dividend payment. All profit is used for growth and share buybacks. Expected long-term return If IDEXX continues with the same quality as in the last 10-15 years, a shareholder can realistically expect: EPS growth: 12-15 % Share buybacks: 1-2 % Dividend: 0 % Change in valuation: 0-2 % This gives an expected total return of around 13-17 % per year over a longer period.
16.1.2024JPM analysts recently had an opportunity to meet with IDXX management at VMX, where IDXX introduced their new analyzer, InVue Dx. Their impressions were positive, noting that InVue Dx could incrementally expand IDXX's Point of Care (POC) offerings. The analyzer has notable capabilities at launch, including blood morphology and ear swab analysis, with additional features expected over time. Although the rollout of InVue Dx will require time, with a launch anticipated in late 2024 and market education necessary for widespread adoption, they believe InVue Dx has the potential to contribute to IDXX's annual recurring revenues as the product's menu expands.
Thinking more about vets and hospitals etc for animals. People really throw a lot of money at their pets when they get bad teeth, back pain, hip pain and so on.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q2 -tulosraportti
11 päivää sitten
‧58 min
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·4.8.Good report today! EPS grew 18 % Recurring Revenue grew 11 %, which makes earnings very stable and predictable. Over 1,600 new inVue Dx installations strengthen future recurring revenue and expand the company's moat. Gross and operating margin increased to 64 % and 35 % respectively, which shows strong pricing power and efficient operations. Free Cash Flow increased significantly, which provides great financial flexibility. 704 million USD was spent on share buybacks, which supports long-term EPS growth. Management raised both revenue and EPS guidance, which shows confidence in continued development. Conclusion: The report delivered well. High EPS growth, strong recurring revenue, increasing margins, strong cash flow, sound capital allocation, and management that continues to raise expectations. The only small negative was lower sales of new instruments, but this was primarily due to a strong comparison period last year – not weak demand.
- ·1.8.Here's what I'll be watching in the financial report in a few days. 1. CAG Diagnostics Recurring Revenue (most important) * Should preferably grow 10-11 % organically or more. It is the engine of the business. 2. Instrument Placements * Continued strong demand for VetLab and inVue Dx. More new installations mean higher recurring revenue later. 3. Clinic Visits * Management should preferably report continued improvement in visits to veterinarians, as this drives testing activity. 4. Margins * Gross and operating margin should preferably be stable or increase. This shows strong pricing and efficient operations. 5. EPS * Should preferably beat analysts' expectations. 6. Guidance (second most important) * The most important after growth. An upward revision of revenue or EPS would be a very positive signal. 7. New Products * Watch out for comments on Cancer Dx, inVue Dx, software and AI. These are the most important long-term growth drivers.
- ·28.7.IDEXX is the world's leading company in diagnostics and software for veterinarians. Once a veterinarian has invested in IDEXX's equipment and software, the company becomes an integrated part of the clinic's daily operations. Every blood sample, urine sample, or analysis creates new sales of test kits and software subscriptions, providing stable and recurring revenue. At the same time, the number of pets is growing globally, and owners are spending more money on advanced treatment than ever before. The combination of market leadership, innovation, high switching costs, and recurring revenue makes it very likely that IDEXX will also be a dominant company in 5-10 years. ROIC: approx. 35-45 % – among the highest in the healthcare sector. ROCE: approx. 40-50 % – extremely efficient utilization of capital. EPS growth: Long-term 12-15 % per year. In the latest quarter, EPS increased by 17 %, and management raised expectations for the full year 2026. - Buybacks: Normally reduces the number of shares by 1-2 % per year, which further increases earnings per share. Dividend: No dividend payment. All profit is used for growth and share buybacks. Expected long-term return If IDEXX continues with the same quality as in the last 10-15 years, a shareholder can realistically expect: EPS growth: 12-15 % Share buybacks: 1-2 % Dividend: 0 % Change in valuation: 0-2 % This gives an expected total return of around 13-17 % per year over a longer period.
- 16.1.2024JPM analysts recently had an opportunity to meet with IDXX management at VMX, where IDXX introduced their new analyzer, InVue Dx. Their impressions were positive, noting that InVue Dx could incrementally expand IDXX's Point of Care (POC) offerings. The analyzer has notable capabilities at launch, including blood morphology and ear swab analysis, with additional features expected over time. Although the rollout of InVue Dx will require time, with a launch anticipated in late 2024 and market education necessary for widespread adoption, they believe InVue Dx has the potential to contribute to IDXX's annual recurring revenues as the product's menu expands.Thinking more about vets and hospitals etc for animals. People really throw a lot of money at their pets when they get bad teeth, back pain, hip pain and so on.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 2.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 4.8. | ||
Vuosittainen yhtiökokous 2026 12.5. | ||
2026 Q1 -tulosraportti 5.5. | ||
2025 Q4 -tulosraportti 2.2. | ||
2025 Q3 -tulosraportti 3.11.2025 |
2026 Q2 -tulosraportti
11 päivää sitten
‧58 min
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 2.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 4.8. | ||
Vuosittainen yhtiökokous 2026 12.5. | ||
2026 Q1 -tulosraportti 5.5. | ||
2025 Q4 -tulosraportti 2.2. | ||
2025 Q3 -tulosraportti 3.11.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·4.8.Good report today! EPS grew 18 % Recurring Revenue grew 11 %, which makes earnings very stable and predictable. Over 1,600 new inVue Dx installations strengthen future recurring revenue and expand the company's moat. Gross and operating margin increased to 64 % and 35 % respectively, which shows strong pricing power and efficient operations. Free Cash Flow increased significantly, which provides great financial flexibility. 704 million USD was spent on share buybacks, which supports long-term EPS growth. Management raised both revenue and EPS guidance, which shows confidence in continued development. Conclusion: The report delivered well. High EPS growth, strong recurring revenue, increasing margins, strong cash flow, sound capital allocation, and management that continues to raise expectations. The only small negative was lower sales of new instruments, but this was primarily due to a strong comparison period last year – not weak demand.
- ·1.8.Here's what I'll be watching in the financial report in a few days. 1. CAG Diagnostics Recurring Revenue (most important) * Should preferably grow 10-11 % organically or more. It is the engine of the business. 2. Instrument Placements * Continued strong demand for VetLab and inVue Dx. More new installations mean higher recurring revenue later. 3. Clinic Visits * Management should preferably report continued improvement in visits to veterinarians, as this drives testing activity. 4. Margins * Gross and operating margin should preferably be stable or increase. This shows strong pricing and efficient operations. 5. EPS * Should preferably beat analysts' expectations. 6. Guidance (second most important) * The most important after growth. An upward revision of revenue or EPS would be a very positive signal. 7. New Products * Watch out for comments on Cancer Dx, inVue Dx, software and AI. These are the most important long-term growth drivers.
- ·28.7.IDEXX is the world's leading company in diagnostics and software for veterinarians. Once a veterinarian has invested in IDEXX's equipment and software, the company becomes an integrated part of the clinic's daily operations. Every blood sample, urine sample, or analysis creates new sales of test kits and software subscriptions, providing stable and recurring revenue. At the same time, the number of pets is growing globally, and owners are spending more money on advanced treatment than ever before. The combination of market leadership, innovation, high switching costs, and recurring revenue makes it very likely that IDEXX will also be a dominant company in 5-10 years. ROIC: approx. 35-45 % – among the highest in the healthcare sector. ROCE: approx. 40-50 % – extremely efficient utilization of capital. EPS growth: Long-term 12-15 % per year. In the latest quarter, EPS increased by 17 %, and management raised expectations for the full year 2026. - Buybacks: Normally reduces the number of shares by 1-2 % per year, which further increases earnings per share. Dividend: No dividend payment. All profit is used for growth and share buybacks. Expected long-term return If IDEXX continues with the same quality as in the last 10-15 years, a shareholder can realistically expect: EPS growth: 12-15 % Share buybacks: 1-2 % Dividend: 0 % Change in valuation: 0-2 % This gives an expected total return of around 13-17 % per year over a longer period.
- 16.1.2024JPM analysts recently had an opportunity to meet with IDXX management at VMX, where IDXX introduced their new analyzer, InVue Dx. Their impressions were positive, noting that InVue Dx could incrementally expand IDXX's Point of Care (POC) offerings. The analyzer has notable capabilities at launch, including blood morphology and ear swab analysis, with additional features expected over time. Although the rollout of InVue Dx will require time, with a launch anticipated in late 2024 and market education necessary for widespread adoption, they believe InVue Dx has the potential to contribute to IDXX's annual recurring revenues as the product's menu expands.Thinking more about vets and hospitals etc for animals. People really throw a lot of money at their pets when they get bad teeth, back pain, hip pain and so on.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt